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Rumble Inc (RUM)
NASDAQ:RUM
Earnings Data
Report Date
May 19, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.09Last Year’s EPS
-0.01Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a constructive forward-looking outlook with several operational and strategic positives: product launches (Rumble Wallet, Rumble Shorts) showing strong early traction, sequential MAU and revenue growth, meaningful cost reductions, improved full-year adjusted EBITDA, solid liquidity, a significant Tether advertising commitment, and the transformative potential of the pending Northern Data acquisition (high GPU utilization and strong demand). Offsetting these positives are near-term revenue headwinds (Q4 YoY decline), continued quarterly adjusted EBITDA loss, modest ARPU, international monetization dilution, ongoing operating cash burn, and timing/execution risk around ad monetization, sales-cycle length, and the Northern Data close. Overall, the highlights — including concrete product progress, incremental monetization improvements and strategic cloud opportunities — modestly outweigh the lowlights, though several important execution risks remain.Company Guidance
Annual Revenue Milestone
Full year 2025 revenue reached $100.6M, up 5% versus $95.5M in 2024 — the company's first time surpassing $100M in annual revenue.
Quarterly Sequential Revenue Growth and MAU Momentum
Q4 2025 revenue was $27.1M, a 9% sequential increase from Q3 ($24.8M). Average global MAUs reached 52M in Q4, an 11% sequential increase driven primarily by international expansion.
Product Launches and Strong Early Traction
Launched Rumble Wallet (tipping in Bitcoin, USD Tether and Tether Gold) and Rumble Shorts. Rumble Shorts achieved over 1 million unique video views in a single day, up from 669,000 one week earlier (~+49.5% week-over-week). Concurrent streamers hit a new all-time high and notable creators (Dan Bongino returning, Asmongold joining) were announced.
Cost Reductions and Improved Full-Year Profitability Metrics
Cost of services for Q4 decreased 26% year-over-year to $25.6M, driven primarily by an $8.8M reduction in programming and content expenses. For the full year, cost of services decreased by $31.1M to $107.4M (primarily from a $33.9M reduction in programming/content). Full-year adjusted EBITDA loss improved to $74.3M from $92.1M in 2024 (improvement of $17.8M).
Solid Liquidity Position
Ended the quarter with total liquidity of $256.4M, including $237.9M in cash and cash equivalents and $18.5M in Bitcoin holdings. Net cash used in operating activities improved to $70.4M for the full year (from $87.0M in 2024).
Strategic Partnerships and Sales Rebuild
Signed several notable brand relationships (Netflix, Morgan & Morgan, Perplexity, Crypto.com, Paramount, Amazon Prime, Fox Nation) and appointed Greg Sherrill as President of Sales to pursue brand advertising. Announced a multi-year Tether advertising commitment (reported as $50M per year over 2 years in prepared remarks) intended to be used as an anchor to attract influencers and advertisers.
Northern Data Acquisition and AI/Cloud Opportunity
Pending acquisition of Northern Data expected to close in Q2 2026. Northern Data reported being on pace for roughly 85% GPU utilization by end of February 2026, signaling strong GPU-as-a-Service demand and early Blackwell (GB300) interest from customers and suppliers.
RUM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RUM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 05, 2026 | $5.61 | $4.91 | -12.48% |
Nov 10, 2025 | $5.89 | $6.56 | +11.38% |
May 08, 2025 | $7.78 | $9.30 | +19.54% |
Mar 25, 2025 | $8.01 | $8.03 | +0.25% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Rumble Inc (RUM) report earnings?
Rumble Inc (RUM) is schdueled to report earning on May 19, 2026, After Close (Confirmed).
What is Rumble Inc (RUM) earnings time?
Rumble Inc (RUM) earnings time is at May 19, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RUM EPS forecast?
RUM EPS forecast for the fiscal quarter 2026 (Q1) is -0.09.